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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $877,041 | $177,156+395.1% | $147,027+496.5% | $154,746+466.8% |
| Participation rate | 0.0% | 79.4%-79.4pp | 73.7%-73.7pp | 80.7%-80.7pp |
| Annual return | 16.30% | 21.94%-5.6pp | 20.23%-3.9pp | 172.34%-156.0pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,288 | $14,904-57.8% | $12,223-48.6% | $14,365-56.2% |